Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 15 filers · $107.8M total · As of June 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 15
Value held $107.8M
New positions 3
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
3 (+1 vs prior Q) 0 (-1 vs prior Q) 8 (+3 vs prior Q) 2 (-1 vs prior Q) +1.4M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Virtus Fixed Income Advisers, LLC $96,984,953 4,012,617 90.00% Shares
STAPP WEALTH MANAGEMENT, PLLC $2,264,764 93,701 2.10% Shares
PFG Advisors $1,759,807 72,810 1.63% Shares
GOLDMAN SACHS GROUP INC $1,150,347 47,594 1.07% Shares
VestGen Advisors, LLC $964,327 39,898 0.89% Shares
Retirement Planning Group, LLC $897,722 37,142 0.83% Shares
ENVESTNET ASSET MANAGEMENT INC $887,885 36,735 0.82% Shares
HighTower Advisors, LLC $866,882 35,866 0.80% Shares
&PARTNERS $757,705 31,349 0.70% Shares
JPMORGAN CHASE & CO $606,347 25,066 0.56% Shares
Aaron Wealth Advisors LLC $442,190 18,295 0.41% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $158,724 6,567 0.15% Shares
VIRTUS ADVISERS, LLC $13,632 564 0.01% Shares
OSAIC HOLDINGS, INC. $9,502 393 0.01% Shares
FMR LLC $24 1 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26